南财智讯1月29日电，万泰生物发布业绩预亏公告，公司预计2025年年度实现归属于母公司所有者的净 利润为-33,000万元至-41,000万元。报告期内，公司利润出现大幅下滑、整体亏损主要受两个方面的影 响：（一）疫苗板块，受国内疫苗集采政策、行业竞争、消费者疫苗犹豫等多重因素影响，国内疫苗市 场整体承压，行业收入、利润均大幅下滑。对于公司而言，在收入端以及生产端都面临严峻挑战，二价 HPV疫苗受默沙东九价HPV疫苗扩龄、政府采购大幅降价、消费需求不足等影响，导致公司二价HPV疫 苗产品出现近效期无法销售、库存无法变现的不利影响。公司从夯实资产质量和消除对经营影响的角 度，对市场端和生产端产品进行积极处理，并计提相应减值准备。整体预计影响净利润5-6亿元左右， 是本期利润大幅下滑的原因之一。（二）诊断板块，受国家诊断试剂行业集采降价以及检验套餐解绑等 医保政策影响，公司诊断收入及利润同比下滑；公司持续加大自主研发投入，加速装机及流水线等大项 目驱动，带动传染病及甲状腺功能等特色检测业务实现同比两位数增长。 ...

每经AI快讯，1月29日，万泰生物（603392）(603392.SH)公告称，预计2025年归属于上市公司股东的净 利润为-4.10亿元至-3.30亿元，上年同期盈利1.06亿元，同比转亏。主要因二价HPV疫苗受集采降价、消 费需求不足等影响，出现近效期无法销售及库存减值，预计影响净利润约5亿–6亿元；九价HPV疫苗虽 已上市并加速准入，但报告期内利润贡献尚未充分体现；诊断板块亦受集采降价及医保政策影响，收入 利润同比下滑。 ...

北京商报讯（记者 王寅浩 宋雨盈）1月26日，万泰生物发布公告称，公司全资子公司厦门万泰沧海生物 技术有限公司收到世界卫生组织（WHO）出具的公函，确认其自主研发的双价人乳头瘤病毒疫苗(大肠 埃希菌）（以下简称"二价HPV疫苗"）继2021年通过WHO PQ认证后，再次通过了WHO Prequalification Unit–Inspection Services Team（WHO PQT–INS,世界卫生组织预认证检查团队）周期性复核。 根据公告，二价HPV疫苗为万泰沧海自主研发的预防用生物制品，2019年12月30日获得国家药品监督管 理局批准取得药品注册批件，并于2020年5月在中国境内（不含港、澳、台地区）正式上市销售，主要 适用于9-45岁女性，用于预防因高危型人乳头瘤病毒（HPV）16、18型所致宫颈癌、2级与3级宫颈上皮 内瘤样病变（CIN2/3）和原位腺癌（AIS）、1级宫颈上皮内瘤样病变（CIN1），以及HPV16型、18型 引起的持续性感染。 ...

证券代码：603392 证券简称：万泰生物 公告编号：2026-005 规格：每瓶/支 0.5ml，含重组人乳头瘤病毒 16 型 L1 蛋白 40μg，重组人乳 头瘤病毒 18 型 L1 蛋白 20μg 北京万泰生物药业股份有限公司 关于二价 HPV 疫苗通过 WHO PQ 周期性复核 的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、概况 近日，北京万泰生物药业股份有限公司（以下简称"公司"）全资子公司厦 门万泰沧海生物技术有限公司（以下简称"万泰沧海"）收到世界卫生组织（以 下简称"WHO"）出具的公函，确认其自主研发的双价人乳头瘤病毒疫苗(大肠 埃希菌）（以下称"二价 HPV 疫苗"）继 2021 年通过 WHO PQ 认证后，再次 通过了 WHO Prequalification Unit–Inspection Services Team（即 WHO PQT–INS, 世界卫生组织预认证检查团队）周期性复核。 二、获证产品信息 药品名称：双价人乳头瘤病毒疫苗（大肠埃希菌）（英文名称：Recombinant H ...

每经AI快讯，1月26日，万泰生物（603392）(603392.SH)公告称，公司全资子公司厦门万泰沧海生物技 术有限公司的二价HPV疫苗通过WHO PQT–INS周期性复核，这将有助于公司该疫苗产品未来进一步开 拓国际市场。该产品是国内首个、世界第四支预防宫颈癌产品，主要适用于9~45岁女性，用于预防因 高危型人乳头瘤病毒(HPV)16、18型所致宫颈癌、2级与3级宫颈上皮内瘤样病变(CIN2/3)和原位腺癌 (AIS)、1级宫颈上皮内瘤样病变(CIN1)，以及HPV16型、18型引起的持续性感染。 ...

Core Viewpoint - The A-share market saw a significant rise in vaccine stocks, driven by the outbreak of the Nipah virus in West Bengal, India, which has a high mortality rate and no available vaccine [1][2]. Group 1: Market Performance - Hualan Vaccine and Jindike both reached the daily limit of 20% increase, while Zhifei Biological rose over 15%, Kangle Health over 13%, and CanSino over 12% [1]. - Other notable increases included Watson Bio with a rise of over 10%, Kangtai Bio by nearly 7%, and Wantai Bio by almost 6% [1]. - The total market capitalization for Hualan Vaccine is 14 billion, Jindike is 3.11 billion, and Zhifei Biological is 47.7 billion [2]. Group 2: Year-to-Date Performance - Year-to-date, Hualan Vaccine has increased by 25.28%, Jindike by 24.96%, and Kangle Health by 36.15% [2]. - Zhifei Biological has a year-to-date increase of 5.67%, while Watson Bio has risen by 32.24% [2]. - Kangtai Bio's year-to-date increase stands at 16.59%, and Wantai Bio at 4.47% [2]. Group 3: Industry Context - The Nipah virus outbreak has prompted the Thai Civil Aviation Authority to implement comprehensive screening for flights from West Bengal to prevent the virus from entering Thailand [1]. - Jindike has acknowledged awareness of the Nipah virus news but stated that the company does not have related products [1].

Core Viewpoint - The A-share market saw a significant rise in vaccine stocks due to the outbreak of the Nipah virus in West Bengal, India, which has a high mortality rate and no available vaccine [1] Group 1: Market Performance - Vaccine stocks such as Hualan Biological, Gendik, and Zhifei Biological experienced substantial gains, with Gendik hitting the 20% limit up, Zhifei Biological rising over 15%, and Kangle Health increasing by over 13% [1] - Other notable increases included CanSino Biologics up by over 12%, Watson Biotech by over 10%, and Kangtai Biological by over 7% [1] Group 2: Company Specifics - Gendik acknowledged awareness of the Nipah virus news but stated that the company does not have related products [1] - The total market capitalization of leading vaccine companies includes Zhifei Biological at 477 billion, Watson Biotech at 230 billion, and CanSino Biologics at 192 billion [2]

Group 1 - The biopharmaceutical sector increased by 0.19% on January 21, with Nearshore Protein leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the biopharmaceutical sector showed significant price increases, with Nearshore Protein rising by 6.37% to a closing price of 48.76 [1] Group 2 - The biopharmaceutical sector experienced a net inflow of 77.04 million yuan from institutional investors, while retail investors saw a net outflow of 284 million yuan [2] - Major stocks like Watson Bio and Ganli Pharmaceutical attracted significant institutional investment, with net inflows of 64.45 million yuan and 55.25 million yuan, respectively [3] - Retail investors showed a negative trend in several stocks, with Watson Bio and Ganli Pharmaceutical experiencing net outflows of 33.30 million yuan and 39.14 million yuan, respectively [3]

Group 1 - The Shanghai CDC announced that community health service centers in Shanghai will provide free HPV vaccinations for girls who are 13 years old and born after November 10, 2011, allowing them to receive two doses of the bivalent HPV vaccine [1] - Cervical cancer is one of the most common malignant tumors in the female reproductive system, with an increasing incidence and younger onset in China. In 2022, there were 151,000 new cases and 56,000 deaths from cervical cancer in the country, equating to one woman diagnosed every four minutes and one death every ten minutes [1] Group 2 - Starting from November 10, 2025, the national immunization program will officially include the HPV vaccine for girls aged 13 and born after November 10, 2011, based on considerations of protection effectiveness, cost-effectiveness, and operational feasibility [4] - Evidence shows that completing the full course of HPV vaccination before the first sexual intercourse provides the best prevention against HPV infection and related diseases, with antibody levels in girls aged 9-14 being more than twice that of those aged 15 and above, and protection lasting at least 10 years [4] - The procurement results for the national immunization program revealed that two domestic bivalent HPV vaccines from Wantai Biological Pharmacy and Watson Biotech were awarded contracts at a unit price of 27.5 yuan per dose, with a total budget of approximately 254 million yuan [4] Group 3 - The Shanghai CDC recommends using the same manufacturer's bivalent HPV vaccine for both doses. If a girl has already received one dose of a non-immunization program HPV vaccine, she should communicate with the vaccination clinic to decide on the second dose [5] - The Shanghai CDC provides various platforms for appointment and information regarding vaccinations, including the "Suishenban" app and the Shanghai CDC WeChat public account [6] - In addition to the HPV vaccines included in the immunization program, Shanghai's vaccination clinics continue to offer non-immunization program HPV vaccines for women aged 9-45 and men aged 9-26 on a self-paid basis [6]

Core Viewpoint - The article discusses the significant decline in the financial performance of Zhifei Biological Products Co., Ltd., likening its trajectory to the "Lotus Law," where success appears to be imminent but ultimately leads to a sharp downturn due to increased competition and market saturation [5][12]. Financial Performance - Zhifei Biological forecasts a net loss for 2025, shifting from a profit of 2 billion yuan in 2024 to a loss between 10.7 billion and 13.7 billion yuan, representing a year-on-year decline of 630% to 780% [5][6]. - The company's revenue for 2024 is projected to drop by 50.74% to 26.07 billion yuan, with a net profit decrease of 74.99% to 2.02 billion yuan [12]. Market Dynamics - The introduction of domestic HPV vaccines, such as Wantai's "Xinkening," which is priced significantly lower than imported options, has intensified competition in the market [12][14]. - The Chinese government has initiated free HPV vaccination programs, further increasing competition and reducing market share for Zhifei Biological [14]. Historical Context - Zhifei Biological experienced rapid revenue growth from 2016 to 2023, with total revenue increasing from 446 million yuan to 52.918 billion yuan, a growth of 118 times [10]. - The company had exclusive rights to distribute Merck's HPV vaccines, leading to substantial revenue increases in 2017 and 2018, with growth rates of 201.06% and 289.43%, respectively [7][8]. Future Outlook - The company faces challenges due to high inventory levels and ongoing large-scale procurement agreements, which may exacerbate financial strain [13]. - The market for HPV vaccines is expected to become increasingly competitive, with more players entering the space and potentially diminishing Zhifei Biological's market share [14].